Every module. Every plan.
Pay for capacity, not permission.
Most platforms sell you the CRM, then ransom the scheduler, the e-signature, and the texting. Here the whole train ships on day one; tiers only change how much road you can cover. Pick a plan, create your account, and your 30-day trial starts with everything unlocked.
Free
One seat, the whole platform. Prove it on your own book.
- Every core module
- 1 seat
- 1,000 emails / mo
- Trial AI credits
- SMS ready (pay as you go)
Small Cap
For the solo operator or duo who live in their relationships.
- Every core module
- 2 seats
- 5,000 emails / mo
- $5 AI credits / mo
- 250 SMS segments / mo
- 1 texting + calling number
Mid Cap
The working team: raises, campaigns, and a real pipeline.
- Every core module
- 10 seats
- 25,000 emails / mo
- $15 AI credits / mo
- 1,500 SMS segments / mo
- 2 texting + calling numbers
Large Cap
Firms running serious volume across every channel.
- Every core module
- Unlimited seats
- 100,000 emails / mo
- $50 AI credits / mo
- 10,000 SMS segments / mo
- 5 texting + calling numbers
Blue Chip
Funds and platforms with custom compliance, volume, and onboarding.
- Every core module
- Unlimited seats
- Custom volume
- Custom AI pool
- Custom SMS volume
- As many numbers as you need
All paid plans start with a 30-day full-platform trial. No card required. Annual billing available. Texting adds a one-time carrier activation ($65 standard, $80 vetted brand).
TenthYards · Capital raising
The one module priced separately, and we'll tell you why: every raise runs on regulated banking rails, and every investor goes through real KYC and accreditation verification. Those cost real money per investor, so TenthYards is its own subscription on top of any plan instead of a hidden tax inside all of them.
The fine print, in the open.
| What you get | Free | Small Cap | Mid Cap | Large Cap | Blue Chip |
|---|---|---|---|---|---|
| Seats | 1 | 2 | 10 | Unlimited | Unlimited |
| Branded emails / month | 1,000 | 5,000 | 25,000 | 100,000 | Custom |
| AI credits included / month | $5 | $15 | $50 | Custom | |
| SMS segments included / month | 250 | 1,500 | 10,000 | Custom | |
| Dedicated numbers (texting + calling) | 1 | 2 | 5 | Custom | |
| Browser calling + AI call summaries | |||||
| All sixteen modules | |||||
| Zoom webinars + event rosters (Events) | |||||
| Deal underwriting (Underwrite) | |||||
| E-signature (Ink), no per-envelope fees | |||||
| The Verified system (blue + gold checks) | |||||
| Your domain + brand everywhere | |||||
| Two-factor auth (app, SMS, email) | |||||
| TenthYards capital raising | Add-on | Add-on | Add-on | Add-on | Custom |
Questions, answered straight.
Is anything gated by plan?
No, with one exception. Every module, ARC, Ping, Meridian, Events, Megaphone, Mailbox, Forms, Ink, Collect, Automations, Convoy, Signal, Verified, Ambassador, and Underwrite, ships on every plan including Free. Tiers scale capacity (seats, email volume, AI credits, SMS and calling), never capability. The exception is TenthYards, explained below.
Why is TenthYards priced separately?
Because every raise runs on regulated banking rails, and every investor goes through real KYC and accreditation verification that costs real money per investor. So TenthYards is its own subscription on top of any plan, priced honestly, instead of a hidden tax inside every plan. Pricing is coming soon; talk to us to join the waitlist.
What are AI credits?
AI features (email compose, brand capture, offering memos, meeting briefs, call summaries) meter actual model usage in dollars. Plans include a monthly allowance; you can top up anytime or bring your own API key and pay your provider directly.
How does SMS and calling billing work?
Texting uses carrier-registered 10DLC numbers. Plans include monthly message segments; beyond that it is transparent pay-as-you-go. Registration is a one-time carrier activation, $65 standard or $80 for an externally vetted high-volume brand, covering brand registration, campaign vetting, and your first number. Small Cap registers as a low-volume campaign by default, which keeps recurring carrier fees minimal; switch to a standard campaign for higher daily volume anytime. Calling is per-minute with a monthly credit included on paid plans, and AI transcripts and summaries are part of the per-minute price, never an extra charge. Compliance (consent, STOP handling, brand registration, SHAKEN/STIR) is built in.
Do you charge per signature or per envelope?
No. Ink is included: send as many documents for signature as your business needs.
Can I change plans or cancel anytime?
Yes. Upgrades apply immediately, downgrades at the next cycle, and you can cancel from Settings with no retention hoops. Your data exports freely.
Is there really a free trial?
30 days of the full platform, no card required, complimentary AI credits included so you can feel the AI features on day one. Pick a plan here and we remember it; you start paying only when you subscribe in Settings, then Billing.
Ready to ride out front?
Pick the plan that fits above, then create your account. The trial is the full platform either way.
Start free